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Firms

Research an investment firm

Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.

Sourced firms
23,622
Reported as registered
16,783
Pending / 120-Day
235
Exempt reporting
6,604
Latest sourced release
August 3, 2026 · retrieved August 18, 2026

263 sourced firms · query 74 ms

  • Pending / 120-Day Approval

    CAPITAL FINANCIAL PLANNERS LLC

    CRD 341222 · SEC 801-136500

    CHEVY CHASE, MD

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    CAPITAL FINANCIAL, LLC

    CRD 122844 · SEC 801-132924

    OLNEY, MD

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    CAPITAL SQUARED FINANCIAL LLC

    CRD 326861 · SEC 801-131530

    ROCKVILLE, MD

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    CARO INVESTORS

    CRD 332085 · SEC 801-133734

    CHEVY CHASE, MD

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    CASSILLY FINANCIAL

    CRD 300672 · SEC 801-132612

    SEVERNA PARK, MD

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    CATOCTIN RIDGE WEALTH PARTNER

    CRD 333113 · SEC 801-131326

    THURMONT, MD

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    CHAPIN DAVIS ASSET MANAGEMENT

    CRD 28116 · SEC 801-70987

    BALTIMORE, MD

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    CHESAPEAKE FINANCIAL ADVISORS

    CRD 120139 · SEC 801-111054

    TOWSON, MD

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    CHEVY CHASE TRUST COMPANY

    CRD 110742 · SEC 801-55134

    BETHESDA, MD

    Source release August 3, 2026 · retrieved August 18, 2026

  • Exempt Reporting Adviser

    CONVERSION CAPITAL, LLC

    CRD 301524 · SEC 802-115222

    FULTON, MD

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    CORNERSTONE ADVISORY

    CRD 142359 · SEC 801-68058

    HUNT VALLEY, MD

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    COUNCILOR WEALTH LLC

    CRD 170858 · SEC 801-110144

    BETHESDA, MD

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    CROMWELL FUNDS

    CRD 314411 · SEC 801-122554

    BALTIMORE, MD

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    CURIO WEALTH, LLC

    CRD 328178 · SEC 801-128998

    ANNAPOLIS, MD

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    CWM ADVISORY, LLC

    CRD 299923 · SEC 801-135493

    OCEAN PINES, MD

    Source release August 3, 2026 · retrieved August 18, 2026

  • Reported as registered

    D.F. DENT AND COMPANY, INC.

    CRD 105179 · SEC 801-11364

    BALTIMORE, MD

    Source release August 3, 2026 · retrieved August 18, 2026

  • Exempt Reporting Adviser

    DATATRIBE FOUNDRY, LLC

    CRD 315206 · SEC 802-121596

    FULTON, MD

    Source release August 3, 2026 · retrieved August 18, 2026